Build Your Future

In this brief video we discuss how we run a successful life insurance agency and help agents across the country have massive success, get control of their time and earn what they are worth.

2020 Agent Lead Bonus Earned = $85,252

ABOUT

The Schwartz Agency is a premier life insurance agency founded by Jon Schwartz in 2012.  The Schwartz Agency was designed from the ground up to be the company agents can call home and where agents and agency managers can build a profitable career. The Schwartz Agency brings the industry's best carriers, products, support and leads to our agents so they can provide the protection the families we serve so desperately need. If you are interested in working with us, please watch the video above.

HOW DO I BECOME A CEO?

 

MISSION STATEMENT

To attract and retain the highest quality agents and to enable our agents
to achieve their goals by providing superior systems, training and support.

MANAGEMENT TEAM

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Jon Schwartz

Executive Manager

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Randy Montrose
 

Regional Manager

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Stephanie Harlan
 

Regional Manager

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Marc Rubin

District Manager

15+ CARRIER PARTNERSHIPS AND DOZENS OF PRODUCTS

SERVICES

Mortgage Protection


Mortgage protection is a simplified, quick issue insurance that is used to protect our client's greatest asset. Mortgage protection plans are designed to provide a death benefit to pay off all, or a portion of, a client's mortgage. Optional riders are available in most states, such as disability income and return of premium, which refunds all, or part of, the premium paid if the policy is unused. This product, offered by many of our carriers, can be customized to fit each client's needs and budget.




Living Benefits


Critical illness insurance is medical insurance that provides a lump-sum benefit upon diagnosis of a covered critical illness or condition. This payout helps our clients avoid the financial burden that can be created by those illnesses. Our clients have found this benefit payout useful for getting the treatment they want, spending time with their family and friends, keeping their home, and filling in the financial gaps left by most medical insurances. Individuals must qualify for critical illness coverage which is dependent on a number of factors including current health and medical history, age, and occupation.




Final Expense


The loss of a loved one in death is an emotionally difficult experience. Final expense plans are designed to remove, or offset, the financial stress that is associated with death. Our clients are able to use final expense plans to help their clients prepare for their difficult time. These plans are available in varying coverage amounts to fit a variety of budgets. Due to the diversity of our carriers, Equis agents are able to find coverage for their clients no matter what their current health status may be.




College Funding


One of the biggest concerns related to new generations of people is the rapidly rising cost of a college education. More young people are seeking a higher education today than any other previous generation. Unfortunately, with the rising costs associated with that education, they're being forced to pay with borrowed money. At Equis Financial, we view it as incredibly critical that our clients, their families, and the future generations of the world are educated on the many college funding options available today. Our financial literacy experts are here to assist clients on these options to ensure their financial futures are bright and unencumbered by student loan debt.




Retirement Planning


An annuity can be used to save for retirement, preserve funds already saved for retirement and to provide a steady stream of income during retirement. They have become a very popular choice for retirement planning, especially with the stock market volatility over the last decade. Annuities are financial contracts between an insurance company and contract owners. Payments into an annuity can be made via a lump sum, or a series of monthly payments to the insurance company. These funds will accumulate on a tax-deferred basis, which can be a tremendous advantage over time. Fixed Index Annuities provide an opportunity for growth without the risk involved with most investments. This is especially attractive to pre-retirees and retirees looking to preserve assets they have built over several decades. Many annuities offer the ability to add optional benefits such as a lifetime income rider, which gives clients a guaranteed income no matter how long they live.





THE AGENT PLATFORM :

Delivering Quality Prospects


The success of our agents is, and always will be, our chief concern. The one thing that stands in the way of most salespeople’s’ success is finding people who want and need their product. At the Schwartz Agency, we have eliminated that problem with our exclusive lead program.




Carrier Partnerships


Everyone wants to ensure that their family is protected and provided for, no matter what happens. At the Schwartz Agency, we have partnered with the top life insurance companies to provide our agents with a comprehensive portfolio of Mortgage Protection, Final Expense, Living Benefits, and Indexed Universal Life insurance products. With these products, our agents are able to offer competitive rates at any level of coverage, and are able to build and maintain a diverse book of business.




Infrastructure


At the Schwartz Agency, we believe in providing our agents with the best service possible. Our home office support staff tirelessly assists agents with any and all aspects of their career; from new business to leads to training, we are here to help. Chat in with our staff at anytime with the simple click of a button on our dedicated CRM platform!




Agent-Focused Technology


The Schwartz Agency is dedicated to be the driving force of progressive technology in our industry today. Every update and feature is carefully crafted by our web developers to provide the agent with everything they need to succeed, and even some things they didn’t know they needed!




State-of-the-Art Training


The success of our agents is measured by the strength of our training platform. With that in mind, all agents have immediate access to our groundbreaking Training Center platform, tailored exclusively by certified trainers and experienced field agents. This extensive training database includes online training videos, recorded conference calls, educational webinars, podcasts, online training courses, training documents, and more!





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